Magnus Financial Group’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Magnus Financial Group’s Portfolio XLI Stock Details XLI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$7.3M	Buy	39,413 +1,252	+3%	+$218K	0.52%	47
2026 Q1	$6.17M	Sell	38,161 -5,643	-13%	-$947K	0.5%	46
2025 Q4	$6.79M	Buy	43,804 +1,702	+4%	+$262K	0.52%	47
2025 Q3	$6.49M	Buy	42,102 +3,865	+10%	+$586K	0.51%	47
2025 Q2	$5.64M	Buy	38,237 +3,204	+9%	+$437K	0.49%	44
2025 Q1	$4.59M	Buy	35,033 +4,942	+16%	+$668K	0.44%	50
2024 Q4	$3.96M	Sell	30,091 -825	-3%	-$114K	0.38%	58
2024 Q3	$4.19M	Buy	30,916 +1,437	+5%	+$183K	0.43%	51
2024 Q2	$3.59M	Buy	29,479 +3,134	+12%	+$386K	0.4%	52
2024 Q1	$3.32M	Buy	26,345 +6,121	+30%	+$720K	0.39%	52
2023 Q4	$2.31M	Sell	20,224 -180	-0.9%	-$18.9K	0.3%	59
2023 Q3	$2.07M	Sell	20,404 -1,006	-5%	-$108K	0.3%	58
2023 Q2	$2.3M	Buy	21,410 +2,186	+11%	+$220K	0.33%	54
2023 Q1	$1.95M	Sell	19,224 -5,644	-23%	-$568K	0.3%	62
2022 Q4	$2.44M	Buy	24,868 +4,337	+21%	+$413K	0.4%	50
2022 Q3	$1.7M	Buy	20,531 +2,811	+16%	+$259K	0.32%	59
2022 Q2	$1.55M	Sell	17,720 -1,060	-6%	-$99.9K	0.28%	69
2022 Q1	$1.93M	Buy	18,780 +6,105	+48%	+$620K	0.32%	60
2021 Q4	$1.34M	Sell	12,675 -3,924	-24%	-$408K	0.25%	70
2021 Q3	$1.62M	Sell	16,599 -3,092	-16%	-$318K	0.34%	48
2021 Q2	$2.02M	Buy	19,691 +2,798	+17%	+$287K	0.44%	37
2021 Q1	$1.66M	Sell	16,893 -7,033	-29%	-$644K	0.4%	39
2020 Q4	$2.12M	Buy	23,926 +8,407	+54%	+$708K	0.21%	41
2020 Q3	$1.2M	Buy	15,519 +10,991	+243%	+$822K	0.14%	60
2020 Q2	$311K	Sell	4,528 -11,874	-72%	-$770K	0.03%	331
2020 Q1	$968K	Buy	16,402 +9,864	+151%	+$743K	0.13%	78
2019 Q4	$533K	Buy	6,538 +1,290	+25%	+$103K	0.08%	130
2019 Q3	$407K	Sell	5,248 -4,090	-44%	-$314K	0.08%	159
2019 Q2	$723K	Buy	9,338 +2,179	+30%	+$166K	0.14%	82
2019 Q1	$537K	Buy	+7,159	New	+$518K	0.11%	99

Other funds holding XLI

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Magnus Financial Group's XLI Position: Q2 2026 in Review

Magnus Financial Group increased its State Street Industrial Select Sector SPDR ETF (XLI) stake by 3.3% in Q2 2026, buying an estimated $218K and bringing the position to 39,413 shares worth $7.3M. The position accounts for 0.52% of the portfolio, ranked #47.

Magnus Financial Group first reported a position in XLI in Q1 2019 and has held it in 30 quarters since. 1,650 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

Magnus Financial Group held 39,413 shares of State Street Industrial Select Sector SPDR ETF worth $7.3M as of Q2 2026.
Magnus Financial Group bought 1,252 State Street Industrial Select Sector SPDR ETF shares in Q2 2026, an estimated $218K.
State Street Industrial Select Sector SPDR ETF made up 0.52% of Magnus Financial Group's portfolio in Q2 2026, its #47 holding.
Magnus Financial Group first reported a position in State Street Industrial Select Sector SPDR ETF in Q1 2019 and has held it in 30 quarters since.
1,650 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.

Based on Magnus Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.